Plan Snapshot
- Plan Sponsor: Board Of Trustees Northern Cali. Pipe Trades Pension Trust
- Sponsor EIN: 943190386
- Sponsor Address: 935 DETROIT AVENUE, SUITE 242A, CONCORD, CA, 945182501
- Plan Type: 401(k)
- Total Participants: 2,299
- Total Assets: $568.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,299 | $568.6M | $30.3M | $13.4M |
| 2023 | 2,554 | $591.7M | $31.2M | $13.8M |
| 2022 | 2,556 | $422.7M | $26.7M | $12.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| U.A. LOCAL 342 JOINT MGMT COOP COM | Custodian / Trustee | $355,826 | — | $355,826 |
| MATRIX TRUST COMPANY | Recordkeeper | $124,577 | — | $124,577 |
| MAMMINI COMPANY, INC. | Other Service Provider | $88,543 | — | $88,543 |
| JOHN HANCOCK RETIREMENT PLAN SVCS | Recordkeeper | $88,109 | — | $88,109 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $50,112 | — | $50,112 |
| WITHUMSMITH+BROWN, PC | Auditor | $33,683 | — | $33,683 |
| LIFESTATUS360, LLC | Other Service Provider | $13,717 | — | $13,717 |
| PRINT2ASSIST, INC. | Other Service Provider | $12,813 | — | $12,813 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $10,205 | $10,205 |
| MILLER KAPLAN ARASE, LLP | Auditor | $6,500 | — | $6,500 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — Recordkeeper
- JOHN HANCOCK RETIREMENT PLAN SVCS — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
- MILLER KAPLAN ARASE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $790,085
- Estimated Expense Ratio: 0.139% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $927,760 | $305,889 | $167,714 | $33,683 | — |
| 2023 | $966,498 | $225,714 | $177,515 | $32,270 | — |
| 2022 | $1,237,468 | $273,536 | $190,542 | — | $469,480 |